FastTrack360 Version 12 Online Help

Lookup Client - Added 'Office' and 'Department Name' columns

Description

The Lookup Client feature is available in a few workflows (for example, when adding a new job from the Dashboard), the feature provides information which allows you to determine the correct client to select. To make the selection of the client easier, in this release we have added the 'Department Name' and 'Office' to the result list.

Benefit

This enhancement may make it easier to discern the correct client when selecting from the lookup list.

Configuration

No configuration is required.


Classification-Public